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  • Meet the team

Meet the team

We offer a fully comprehensive personal financial planning service. We are able to do this by tapping into the additional expertise of private client lawyers in Shepherd and Wedderburn LLP in the areas of tax, estate planning, charities and privately owned family businesses. The dedicated private client lawyers offer advice to private individuals and families throughout the UK and overseas.

John Mortimer

John heads up Shepherd and Wedderburn Financial and advises clients on all aspects of financial planning. He has particular emphasis on pre and post retirement planning and is approved by the regulator as a pensions specialist. John is an Associate of the Chartered Insurance Institute and was one of the first advisers in the UK to be awarded Chartered Financial Planner status by the Institute in 2005.

Sarah Tory

Sarah Tory

Sarah qualified as a financial adviser in 2002 and specialises in pension and long term care planning, holding advanced qualifications in both. According to her clients “Sarah‘s emphasis is on personal care... She is diligent, organised and a pleasure to deal with”. Sarah holds the Diploma in Financial Planning and is studying for Chartered Status. She is a member of the Personal Finance Society, the Chartered Insurance Institute and accredited by SOLLA (the Society of Later Life Advisers).

Lisa Dunn

Lisa is Shepherd and Wedderburn Financial’s Senior Administrator and joins the team with over six years’ experience in financial services. Her organisation skills and meticulous attention to detail make her invaluable to the day-to-day support of the team.


Robbie Thompson

Robbie Thompson

Robbie is a paraplanner with over eight years' experience in the financial services industry. Robbie enjoys the more technical aspects of the financial world and has particular expertise in pensions, investments and the platform market. He holds numerous Diploma level qualifications and is currently studying towards completion of the Diploma in Regulated Financial Planning.


 

Jennifer Muir

Jennifer holds a Bachelor of Commerce degree from the University of South Africa and has joined Shepherd and Wedderburn Financial as our Financial Services Administrator. She has over 6 years’ experience in a supportive role in the financial services industry bringing a wide range of international experience to the firm.

 

Niall McMonagle

After studying MA Finance & Business Law at Heriot Watt University, Edinburgh, Niall began his career in Financial Planning within the asset management industry in the City of London. Having relocated back to Edinburgh he has joined Shepherd & Wedderburn Financial assisting the team through research and report writing in the role of Support Paraplanner.

 

Downloads

Our latest brochures as PDF

Please feel free to download our latest brochures: “ClearView - November 2016” & “Financial Planning Services”. Click on the relevant brochure cover.

If you have any questions then please don’t hesitate to get in touch

What our clients say

On retiring as a GP and having capital to invest I was referred to Sarah Tory 5 years ago. We have continued to be very happy with the advice she has given us in the past in helping us to manage our finances and continues to do so. From my wife's and my own point of view it is important to have confidence in a financial advisor.

Retired GP

Sarah's emphasis is on personal care, she is easy to talk to and explains the relative merits of different options clearly, spending time to make sure that they suit my requirements. She is diligent, organised and a pleasure to deal with - so much so that I have recommended her to my friends and family!

SH, Dunblane

We have worked with John now for over 10 years and they have made dealing with our finances both clear and straightforward. We have never been rushed with decisions and we have been happy to recommend others to him and would have no hesitation in doing so in the future.

Retired Business Owners

John has given excellent and impartial advice to me and several other family members on many occasions over a number of years. I feel confident when recommending him to others.

Non-Executive Director

Some of the Shepherd Wedderburn Financial Team

Meet the team

As the head of Shepherd and Wedderburn Financial I would like to invite you to meet myself and my colleagues and find out more about how we can help you. We've plenty of experience between us and we look forward to hearing from you.

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News & Opinion

SWF advisers are at their happiest when they are talking matters financial. We show here a few pieces in the press which might be of interest to you.

Please do share and retweet and let us know your own thoughts on these topics.

LATEST ARTICLE

ClearView: November Edition
In the November issue of our regular newsletter, Clearview, we look at market volatility and look at the big question: When can I retire?
read more
News and Opinion

Get in touch

If you would like to discuss a particular issue or to find out more about the ways in which we can help you plan your finances, contact us by email, phone or by completing the form below.

All information provided is treated in the utmost confidence. We will not share your details with third parties.

    Shepherd and Wedderburn Financial Ltd
    1 Exchange Crescent
    Conference Square
    Edinburgh
    EH3 8UL

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